Aevitas Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-984
| Closed | -$86K | – | 272 |
|
|
2019
Q1 | $86K | Buy |
984
+69
| +8% | +$6.03K | 0.08% | 146 |
|
|
2018
Q4 | $61K | Sell |
915
-1,604
| -64% | -$107K | 0.06% | 165 |
|
|
2018
Q3 | $205K | Buy |
2,519
+4
| +0.2% | +$326 | 0.19% | 100 |
|
|
2018
Q2 | $203K | Sell |
2,515
-408
| -14% | -$32.9K | 0.2% | 101 |
|
|
2018
Q1 | $291K | Sell |
2,923
-314
| -10% | -$31.3K | 0.29% | 84 |
|
|
2017
Q4 | $342K | Buy |
+3,237
| New | +$342K | 0.32% | 78 |
|